See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,925 | $74,927-26.7% | $101,794-46.0% | $84,808-35.2% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.2%-40.6pp | 68.3%-39.7pp |
| Annual return | 15.35% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $746 | $1,522-51.0% | $2,289-67.4% | $2,631-71.7% |
| Participant deferral / active EE | $1,535 | $3,099-50.5% | $4,084-62.4% | $4,212-63.5% |
| Admin fee / account holder | $3,796 | $6,514-41.7% | $8,777-56.7% | $7,344-48.3% |